Richard DeNapoli
Download as PPTX, PDF
0 likes222 views
Richard L. DeNapoli has over 10 years of experience as a Trust Officer at Northern Trust, where he currently manages $1.8 billion in assets for high-net-worth individuals. He holds a J.D. from Fordham University School of Law and an LL.M. in Estate Planning from University of Miami School of Law. Prior to joining Northern Trust, DeNapoli worked as a solo practitioner focused on real estate, wills/trusts, and estate planning. He is fluent in Italian and maintains licenses and certifications in financial planning, real estate, and mortgages.
Richard DeNapoli
- 1. Richard L. DeNapoli J.D., LL.M, CFP速 , Trust Officer at Northern Trust
- 2. Richard L. DeNapoli's Experience Trust Officer At Northern Trust Public Company; 10,001+ employees; NTRS; Financial Services industry June 2008 Present (4 years 11 months) As a Trust Officer in the Personal Financial Services Division, currently part of a Wealth Advisory Service team with 1.8 Billion assets under management providing services to high net worth individuals ($5MM +) in the following areas: Investment Management, Trust & Fiduciary, Wealth Transfer Planning, Custody, Private Banking, Commercial and Residential Lending. Work directly in Investment Management, Trust & Fiduciary and Wealth Transfer Planning. Responsible for approximately 300 relationships. 2011 Miami-Dade Coordinator for Life Driven/Goals Driven Investing Beta Initiative. 2011 Chairmans Absolute Quality Award Winner.
- 3. Richard L. DeNapoli's Experience Partner Law Offices of Richard DeNapoli August 2003 June 2008 (4 years 11 months) Solo practitioner working within a group of attorneys. Focused on Real Estate Law & Closings, Wills, Trusts & Estate Planning, Probate, Mortgage Law, Incorporations and Civil Litigation. Performed all of the real estate closings and closing-related accounting for the attorneys in the group. Frequently gave seminars on estate planning; Issued title insurance as owner of A FLORIDA TITLE COMPANY, LLC. (Not active in solo practice since 6/08, though still maintain LLC and FL Bar license.)
- 4. Richard L. DeNapoli's Honors and Awards Phi Beta Kappa Phi Beta Kappa May 1999 Richard L. DeNapoli's Languages Italian
- 5. Richard L. DeNapoli's Skills & Expertise Estate Planning, Securities, Trusts, Trust Services, Investments, Trust Management, Wealth Management, Retirement Planning, Asset Management, Banking, Mutual Funds, Strategic Financial Planning, High Net Worth Individuals, Investment Management, Investment Advisory, Retirement, Investment Strategies, Asset Allocation, Alternative Investments, Financial Services
- 6. Richard L. DeNapoli's Education University of Miami School of Law Master of Laws (LL.M.), Estate Planning 2007 2008 Fordham University School of Law Doctor of Law (J.D.), Law 1999 2002 New York University Bachelor of Arts (B.A.), Politics, Italian 1997 1999
- 7. Richard L. DeNapoli's Additional Information Interests: Richard L. DeNapoli, CERTIFIED FINANCIAL PLANNER certificate licenses: Real Estate Broker Sales Associate (2004-Present); Mortgage Broker (2005-Present); Title Agent (2006- 2010); Notary Public (2004-Present). Groups and Associations: American Cancer Society Supporter Business Observer Catholic Professionals Certified Financial Planner Board of Standards, Inc. (CFP Board) Fordham Law School Alumni National Professional Advisor Network The Phi Beta Kappa Society University of Miami School of Law (Official Page)
- 8. Find the richard on social network Facebook https://www.facebook.com/richarddenapoli Twitter https://twitter.com/RichardDeNapoli Linkedin http://www.linkedin.com/pub/richard-l- denapoli/43/140/73